See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,978 | $58,828+131.1% | $77,999+74.3% | $62,891+116.2% |
| Participation rate | 96.7% | 71.1%+25.7pp | 75.5%+21.2pp | 69.3%+27.4pp |
| Annual return | 8.82% | 17.16%-8.3pp | 425.96%-417.1pp | 20.14%-11.3pp |
| Employer contribution / active EE | $5,157 | $1,672+208.5% | $2,470+108.8% | $2,281+126.1% |
| Participant deferral / active EE | $6,648 | $2,686+147.6% | $3,497+90.1% | $3,203+107.6% |
| Admin fee / account holder | $6,701 | $4,393+52.5% | $5,480+22.3% | $4,296+56.0% |